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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,438 | $65,712+10.2% | $57,196+26.6% | $273,972-73.6% |
| Participation rate | 69.2% | 78.3%-9.1pp | 75.3%-6.1pp | 83.0%-13.8pp |
| Annual return | 8.83% | 22.01%-13.2pp | 14.59%-5.8pp | 41.46%-32.6pp |
| Employer contribution / active EE | $3,034 | $3,280-7.5% | $2,683+13.1% | $4,869-37.7% |
| Participant deferral / active EE | $3,460 | $3,782-8.5% | $3,096+11.7% | $5,287-34.6% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |